Select Lookup (to the right of the FID input box), and this will bring up the Quicken list of financial institutions.Ĥ. This brings up a dialog window with Quicken information.ģ. Select the File menu, and Set Quicken Account Info.
#Import csv to quicken how to#
How to Import Mint into Quicken with CSV2QFXĢ. Then all your data will be converted to Quicken. Repeat steps 8 and 9 for each account you imported from Mint. Select Accept All at the lower right to accept all the imported transactions. The transactions imported from Mint will be in a temporary register at the bottom of the screen.ĩ. Go to the Quicken account list, select one of the accounts your imported. This will import all your accounts, transactions, and categories into Quicken.Ĩ. Select Import to import the transactions into Quicken. In the box for Location of QIF file, select Browse and browse to the QIF just created i.e. And ignore the warning about not being able to import various account types.Ħ. Select File, then from the pull-down menu select File Import, and then QIF File… This will bring up a dialog window. The converter will automatically convert all your transactions in all your accounts, to a file such as mint transactions.qif.ĥ.
Select Convert, browse to the downloaded Mint file from the previous step, and open the file. Give the file a name such as mint transactions.csv.ģ. If you are not familiar with that, the procedure for doing so is in the third tab. Download your Mint transactions to a CSV file on your computer. How to Import Mint into Quicken with Mint2QIFġ.
0 kommentar(er)
